SwagUp x Paths

 

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Do you want to be as hands-off with the swag process as possible? Paths by Zapier allows SwagUp’s Zapier app to take different actions based on the conditions you choose.

 

👀Let's take a look!

 

1. You'll start in the Zapier Dashboard

You will need to be logged into your account before you can begin

 

2. Click on Create Zap

Click on Create Zap

 

3. You'll be prompted to choose the app that will host your "triggering event"

You'll be prompted to choose the app that will host your "triggering event"

 

4. We'll start in the SwagUp app

We'll start in the SwagUp app

 

5. Next, we need to choose an event that leads to an action.

Next, we need to choose an event that leads to an action.

 

6. For this example, we want to know every time a directory order (aka a shipment) is created

For this example, we want to know every time a directory order (aka a shipment) is created

7. Click on Continue

Click on Continue

 

8. You'll need to either log into your SwagUp account or choose your account if you have multiple users on your account

You'll need to either log into your SwagUp account or choose your account if you have multiple users on your account

 

9. I'm going to choose a demo account for the purposes of this example

I'm going to choose a demo account for the purposes of this example

 

10. Click on Continue

Click on Continue

 

11. Zapier will then prompt you to test your trigger.

Zapier will then prompt you to test your trigger.

 

12. If it's successful, click continue

If it's successful, click continue

 

13. Next, we need to determine the action app

Next, we need to determine the action app

 

14. To set conditions, I'm going to choose Paths by Zapier

To set conditions, I'm going to choose Paths by Zapier

 

15. You'll see two options appear: Path A and Path B. You need to click edit so that you can set your conditions

You'll see two options appear: Path A and Path B. You need to click edit so that you can set your conditions

 

16. You can rename your pathway for easy identification and troubleshooting

You can rename your pathway for easy identification and troubleshooting

 

17. Click on Continue

Click on Continue

 

18. Let's set up our rules!

Let's set up our rules!

 

19. Click on Show all options if you don't see the info you need right away

Click on Show all options if you don't see the info you need right away

 

20. To start, I want to make sure that a size has been chosen by the user. I'll select "Size Name"

To start, I want to make sure that a size has been chosen by the user. I'll select "Size Name"

 

21. Click on Choose condition…

Click on Choose condition…

 

22. If the size simply exists, I'm satisfied that it meets my criteria

If the size simply exists, I'm satisfied that it meets my criteria

 

23. Let's add another rule!

Let's add another rule!

 

24. Click on Choose field…

Click on Choose field…

 

25. Click on Show all options

Click on Show all options

 

26. I want to make sure that the address was entered. To start, let's select "shipping address 1"

I want to make sure that the address was entered. To start, let's select "shipping address 1"

 

27. Click on Choose condition…

Click on Choose condition…

 

28. Click on Exists

Click on Exists

 

29. Click on "+And" to determine the rest of your fields

Click on "+And" to determine the rest of your fields

 

30. Our next step is to test our rules and conditions to see if our test example would have met all of the criteria. Click on Continue

Our next step is to test our rules and conditions to see if our test example would have met all of the criteria. Click on Continue

 

31. In this case, the test failed because our test example didn't include a phone number. All shipments require a phone number but for the sake of this demo, click the x to remove this filter rule

In this case, the test failed because our test example didn't include a phone number. All shipments require a phone number but for the sake of this demo, click the x to remove this filter rule

 

32. The test was successful! Let's click on Continue

The test was successful! Let's click on Continue

 

33. Click on Close

Click on Close

 

34. You've determined your conditions, now what? Think of Paths as a daisy chain of 3 or more actions. In this case, a directory order has been created and you want to create a Google Sheet Entry for your records. Click on Action

You've determined your conditions, now what? Think of Paths as a daisy chain of 3 or more actions. In this case, a directory order has been created and you want to create a Google Sheet Entry for your records. Click on Action
 

 

35. Click on Google Sheets

Click on Google Sheets

 

36. Choose the option for what you want to have happen

Choose the option for what you want to have happen

 

37. I want to create a new spreadsheet row

I want to create a new spreadsheet row

 

38. Click on Continue

Click on Continue

 

39. Choose the account you'd like to use in Google

Choose the account you'd like to use in Google

 

40. Click on Continue

Click on Continue

 

41. At this point, you'll determine the drive and spreadsheet you want to work in

At this point, you'll determine the drive and spreadsheet you want to work in

 

42. Click on Continue

Click on Continue

 

43. Click on Test & Review

Click on Test & Review

 

45. Oops! Something went wrong-the test failed as there is no new entry

Oops! Something went wrong-the test failed as there is no new entry

 

46. Let's go back to Zapier to determine what occurred

Let's go back to Zapier to determine what occurred

 

47. I forgot to set the info that the Zap needs to pull!

I forgot to set the info that the Zap needs to pull!

 

48. I need to designate the date this directory order was created. Click on Show all options

I need to designate the date this directory order was created. Click on Show all options

 

49. Here's the "Created At" field!

Here's the "Created At" field!

 

50. Now for the first name

Now for the first name

 

51. Click on First Name…

Click on First Name…

 

52. You get the idea. Keep designating your fields until everything matches the form

You get the idea. Keep designating your fields until everything matches the form

 

53. Once you're done, click on Continue

Once you're done, click on Continue

 

54. Click on Retest & Review

Click on Retest & Review

 

56. Success! We have an entry!

Success! We have an entry!

 

58. Click on Retest & Continue

Click on Retest & Continue

 

59. Click on Close

Click on Close

 

60. Click on Save & Close Path Step

Click on Save & Close Path Step

61. All done with Path A! You can do the same for Path B until you are finished. An idea? Maybe you have a Google Sheet just for failed entries that are missing some of our qualifying information so that you can troubleshoot

 

Do you have questions? Contact our Customer Care team here.

 

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